They are a leader in the world of MoCA like General Motors is a leader in the world of automobiles. The next call will more than likely drive the stock in the same direction as the last three or four of them have. This ship has done nothing but take on water for better than a year. It is a good thing Henry can attract "bimbos", too bad he can't attract investors and customers.
As they say... "Where's the Beef?" Lots of press releases, several new parts (including the integrated SoC for DirecTV but where is the up tic in the stock price. Those of us who are familiar with this IP running through the string of companies I listed have seen this all before. The long death spiral into oblivion. It is probably a good short, nothing more.
You idiots have been posting all this nonsense for better than a year that I have been watching and this stock has gone nowhere but down. So when is this looser going to do something? There have been press release after press release and there it still sits in the low $3s.
No, Stupid post. SWiM was developed by DirecTV 6 years ago. Entropic had nothing whatsoever to do with it that would have been Broadcom, Conexant and ST. Why is the stock still in the low $3's?
You guys have been saying that for the last year and the stock had gone nowhere but down. The fact that they are cutting so many people is truly a bad sign. This (combined with the poor stock performance) will cause many of the good people who remain to think about pulling the plug themselves. I certainly could be wrong, and you are entitled to your opinion (hope always springs eternal), but this "death spiral" has been seen before with this series of companies. Is PH smarter than the rest of them? Maybe so, maybe not -- time will tell.
One possibility is that they are trimming it down to make it look more palatable to a potential buyer but I can't think of anyone who would pick it up except maybe ST (but they have their own problems to solve).
What will they have for 2015 and beyond? They just whacked a quarter of the company, mostly R&D. As maple says below, the market was huge for CNXT, NXP and TRID, same product lines, same management, same bologna. None of those guys were able to get a workable piece of this "huge" market. You are right, I am entitled to my opinion and I think that this latest round of cuts is the beginning of the end (or maybe last years cuts were, or maybe the year before) the point is this is a pattern many of us who have been associated with these guys have seen before.
Quite possible. It would explain the whacking of R&S and sheading of expensive sites.
Your brain dead commentary even makes me laugh, however, this company is beginning to follow a well known historical pattern. Look at the history of Conexant, NXP, TRID. Now ENTR now appears to be proceeding down that same slippery slope. Picking up that STB business was a poison pill. As they say, those who don't learn from history are doomed to repeat it. They are now in the yearly layoff and restructuring phase which many of us are well familiar with and have seen so, so many times before.
Feel free to make all the jokes you want, and demonstrate your intelligence and brilliance at every opportunity, but what you will not be able to do is save this sinking ship with your BS and postings. Time to stick a fork in it, I'm afraid. This restructuring thing is a real bad sign, and one that those of familiar with this business and this series of companies have seen time and time again, sorry, but that is the truth -- my guess is that you need to get used to more of it.
That is actually not good news for Entropic. BRCM shad a huge burden by getting out of the mobile business. Now Dan Marotta will have lots more resources to focus on the home connectivity end of things. If I were Patrick Hennery (and I am not), I would be scared $hitless.
This is the history of this business (all the way back to the days of Conexant) repeating itself. They are now in that "yearly layoff and restructuring phase.
Eventually you will be right, someone will pick this thing up for pennies on the dollar. If there were any significant value there INTC or ST would have done it already. There is nothing that ENTR has that either of them need, unfortunately for ENTR.
Compare Chris Retzler to Warren Buffet in terms of what? Net worth, perhaps? I think Chris Retzler pales in comparison. If Chris Retzler were comparable to Warren Buffet, he would be.... well... as successful as Buffet is. So there you go, everyone has heard of Warren Buffet, who is Chris Retzler again? Another talking head? Why don't you stop posting until ENTR is at $9 -- that way we'll be done with you forever.
We'll see in 6 months then. At this point there should be upside but they have to execute on some of these new devices in the pipe. One of the huge problems with the STB business is that the parts don't have a lot of life in them -- you have to guess right and strike while the iron is hot so to speak.
Cisco used to make their own chips, that is when they were Scientific Atlanta. In fact, they had MoCA 1.0/1.1 chips completed and operational as well as a MocA 2.0 effort underway. They sold all of that (which is how just about everyone who is not ENTR or BRCM got MoCA 1.1 i.e. TRID, INTC, Mstr and others). The remainder of that Cisco group is ComplexIQ who is now supplying MoCA 2.0 IP to anyone who will take it (and many will).
Why would any of these guys want to own an IC manufacturer and all the headaches that go with that when they can play one against another for the lowest price. Cisco already tried it, figured out it made no sense and sold it off.
Do you think before you make these stupid posts (or are you incapable of thinking?).
What you already know is nothing. All you did was dodge the question. There has been plenty of insight added here by myself and others you just don't have a clue that's all.
And the reason you are here.... adding no value whatsoever? Can you point us to a single nugget of insight regarding this stock that you have posted over the last year? Yea..., I didn't think so.
So, perhaps we should all wait and see if the "Real Analysts" are right. I am betting they won't be, but then again, betting is what we all do here, isn't it. My point was rather simple, if these "Analysts" were always right, they wouldn't be writing about stocks, they'd be sitting on some desert island sipping a margarita, enjoying their millions.
"If Entropic can deliver on these products, and if the ramps are as significant as claimed....... " I have posted similar comments here a number of times. Maybe Motley and Seeking Alpha should hire me. On the other hand, if these guys were really any good... they wouldn't be selling newsletters. ENTR needs to execute. Unfortunately it is exactly THAT which has been their enduring difficulty.
Oh yes... and here you still sit well under $4. Call us back when it does something significant.